When a file is requested as a piece of data in a form submission, the file will be attached to the form itself, and not added to the space where the form was assigned or used. This means that only people who have permission to view the form submission will be able to view the files attached to the form. Files attached to a form display in slightly different ways in a Huddle form vs an Action Item Form. Both are described below.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
NOTE: When a file is shared to a form from the Workspace or a Huddle, a copy of the original file (with or without comments, tags or attachments, depending on what is selected when the file is shared) will be added to the Form. Any changes to the original file will not be reflected in the version that is shared to the Form after the file is shared.
When a file is attached to a form submission in a Huddle Form, a thumbnail of the file will be visible in the form itself. Clicking on the thumbnail will open the file in a new tab, either in the video or document commenting page, so that the file can be annotated with time-stamp or document comments.
ACTION ITEM FORMS
When a file is attached to a form submission in an Action Item, The left side of the Action Item will have a list of files called “Form Evidence.” Clicking on any of the tiles in the Form Evidence list will open the file in the preview pane of the Action Item, replacing the form. From there, you can click “Open to Comment” to open the file in the full video or document commenting page, so that the file can be annotated with time-stamp or document comments.